Linsco / Private Ledger (LPL) (aka: Linsco Private Ledger) - General Status
Linsco Private Ledger has not yet posted a company statement or 403(b) market status update here on the CCC website. Once they do, it will appear here.
Linsco / Private Ledger (LPL) (aka: Linsco Private Ledger) Web Homepage
Linsco Private Ledger has provided this link as its home office webpage. Click on it to obtain general information about products and services offered by Linsco Private Ledger, or click any of the links below for more specific details on fund profiles, prospectuses, performance, fees, and loading charges.
Investment Fund Information
The following web links have been provided by Linsco Private Ledger to make available current information about annuity and custodial account investment opportunities offered by the company. Follow these links for fund profiles, prospectuses, performance, fees, and loading charges:
403(b) Investment Options
Linsco Private Ledger offers the following type of 403(b) investment option:
Roth 403(b) Contribution Policy
Linsco Private Ledger does NOT accept Roth 403(b) contributions.
Investment products of Linsco Private Ledger are marketed using the following approaches:
- End of List Declared by Linsco Private Ledger
Helpful Employee Resources
Linsco Private Ledger has not provided a weblink to any online consumer education or financial planning tools or calculators they may or may not offer to assist participants with financial planning and education. The moment Linsco Private Ledger provides a weblink to us, we'll post it here immediately.
Active in Other CCC Employer 403(b) Plans
To see which other CCC Employers hold Active Payroll Slots with Linsco Private Ledger, please visit our General Linsco / Private Ledger (LPL) Page.
Vendor Page Maintainance
Vendors may manage their own CCC website pages via authorized logins available upon request. Vendors are invited to update their company and Employer-specific information (Plan or Group Number, Local Contacts, Product Information, Forms, etc.) regularly.
Linsco / Private Ledger (LPL) (aka: Linsco Private Ledger) - David Douglas Status
If there are any special relationships between this Vendor and this Employer, explanations of such relationships will appear here.
Linsco / Private Ledger (LPL) Plan Number
When contacting Linsco Private Ledger or its local contacts, have ready your David Douglas - Linsco / Private Ledger (LPL) GROUP NUMBER: To Be Determined
David Douglas EIN
When contacting Linsco Private Ledger or its local contacts, you may require the David Douglas EIN: 936014226
David Douglas Local Contacts
Some authorized investment companies have numerous financial representatives authorized to do business on their behalves. Others have no agents at all. The list below includes the most recent information available about the company's main avenue of contact as well as any local contacts for Linsco Private Ledger on David Douglas list of authorized vendors.
Request Additional Information from Linsco / Private Ledger (LPL)
Contact Linsco Private Ledger directly if you have additional questions about Linsco Private Ledger products or services.
Linsco Private Ledger has not provided us with any online contact methods. The moment they do, we'll post them here.
Information Sharing Agreement, If Applicable
Linsco / Private Ledger (LPL) has NOT signed any Direct Information Sharing Agreement with David Douglas or any Umbrella Information Sharing Agreement with CCC. Consequently, Linsco Private Ledger is NOT eligible to receive Exchanges Within, Plan-to-Plan Transfers Into, or Rollover Contributions Into David Douglas 403(b) accounts.
Employer Minimum Contribution
does not require any monthly minimum contribution, however some Vendors may require a minimum contribution amount (see below).
Vendor Minimum Contribution
Linsco / Private Ledger (LPL)
does not require any monthly contribution amount
Linsco Private Ledger has not provided copies of or links to any Vendor Forms. Please contact Linsco Private Ledger to request any forms you might need.
David Douglas Vendor Information Page
Information concerning the contribution types, catch-ups, transactions allowed under the David Douglas 403(b) Plan and much more on the David Douglas Information Page, available by clicking here.